The Member provided bookkeeping and tax preparation services for the spouse of a family member. When the family member and spouse became estranged from each other, the Member failed to recuse themselves from providing services to the estranged spouse.
The Investigation Committee determined the Member contravened the CPABC Code of Professional Conduct as follows:
201.1 – Maintenance of the good reputation of the profession
202.1 – Integrity and due care
202.2 – Objectivity
210.1, 210.2 and 210.3 – Conflict of interest
The Committee recommended the Member:
- accept a reprimand;
- pay a fine of $500;
- pay expenses of $4,605; and
- Successfully complete the CPABC professional development course Shades of grey – ethics in the workplace.